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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,416 | $51,769-47.0% | $57,356-52.2% | $52,331-47.6% |
| Participation rate | 13.0% | 75.2%-62.2pp | 75.1%-62.1pp | 68.1%-55.1pp |
| Annual return | 1.01% | 2.43%-1.4pp | 24.41%-23.4pp | 4.54%-3.5pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $519 | $2,794-81.4% | $3,162-83.6% | $3,022-82.8% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |